Retirement Tax Services Podcast
Business:Investing
Yes! We're still talking about Roth (and you should be too) with Jim Amerman
Summary: Roth may feel like a topic that has been done to death but we still constantly get questions from taxpayers AND financial advisors so we are back at it again. Steven is joined this week by Jim Amerman, a CFP whose near sole focus is helping people get Roth conversions done. Recommendations on Roth of course have to be client specific but lately it feels like there is more misinformation than good content out there on Roth so don't stop helping your clients understand and execute on this valuable opportunity.
https://bit.ly/3RSsfCp
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